Lumature Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History

Lumature Wealth Partners, LLC

$168 Million
Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 12,125 shares of PFF stock, worth $396,123. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,125

Previous 11,125 8.99%

Holding current value

$396,123

Previous $347,000 8.07%

% of portfolio

0.22%

Previous 0.2%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$29.33 - $31.46 $29,330 - $31,460	1,000 Added 8.99%	12,125 $375,000
Q4 2022 Feb 14, 2023	BUY	$29.96 - $32.28 $11,235 - $12,105	375 Added 3.49%	11,125 $339,000
Q4 2021 Feb 10, 2022	BUY	$38.29 - $39.43 $22,974 - $23,658	600 Added 5.91%	10,750 $424,000
Q3 2021 Oct 29, 2021	BUY	$38.55 - $39.48 $5,782 - $5,921	150 Added 1.5%	10,150 $394,000
Q2 2021 Aug 10, 2021	BUY	$37.96 - $39.34 $113,880 - $118,020	3,000 Added 42.86%	10,000 $393,000
Q1 2021 May 11, 2021	SELL	$37.15 - $38.46 $88,825 - $91,957	-2,391 Reduced 25.46%	7,000 $269,000
Q4 2020 Feb 08, 2021	BUY	$36.13 - $38.51 $339,296 - $361,647	9,391 New	9,391 $362,000

Others Institutions Holding PFF

# of Institutions

1,100

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
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Lumature Wealth Partners, LLC Ishares Trust Ishares Pfd And Transaction History